About this episode
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Market performance & interest rate outlook – 03:40Federal Reserve rate cut expectations & jobs report impact – 09:55Government shutdown risk (Feb 2026) – 12:50Supreme Court rulings on tariffs & Fed authority – 14:00Fed Chair transition & political influence on policy – 15:30Rate cut expectations vs. Wall Street consensus – 17:50USMCA trade review & supply chain impacts – 18:45Auto tax incentives & consumer stimulus – 20:452026 midterm election risks – 22:40AI infrastructure & data center investment – 25:50Community resistance to data centers – 28:40Energy demand, grid upgrades & nuclear – 30:10Defense spending & aerospace opportunities – 31:50Supply chain resilience & nearshoring – 32:50M&A activity outlook – 33:15Bond market volatility & safe-haven assets – 34:50Earnings growth expectations for 2026 – 35:40K-shaped consumer spending trends – 36:40China–Taiwan geopolitical risk – 39:30Market technicals & compression signal – 41:502025 asset class performance review – 44:30Dollar strength & international investing risks – 46:00Earnings season timeline & volatility – 49:50Visa & MasterCard as consumer spending indicators – 51:40
